Lauren Spears

Client Service Associate

How I Arrived at Ritholtz

“Coming from a much bigger firm, I knew I wanted a smaller team that felt more connected and aligned towards a higher goal. A goal centered around the client and giving them the best support possible. It was clear to me that RWM valued the same things I did, and treated their employees and their clients like family.”

Favorite Part Of The Job

“I love getting to know people and learning how best to assist them! I look forward to supporting our clients and embodying what Ritholtz does best, supporting each individuals financial needs!”

When I'm Not Working

“I am an avid runner and reader, I love F. Scott Fitzgerald! You can usually find me on the lakeshore path or trying a new restaurant or patio bar.”

MEET OUR EXPERTS
GUIDING YOUR FUTURE

Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.

Back to team
Mindy Giles
Mindy Giles
Client Service Associate
Mindy Giles
Nick Sapienza, CFP®
Nick Sapienza, CFP®
Advisor
Nick Sapienza, CFP®
Jordan D. Hanson, CFP®
Jordan D. Hanson, CFP®
Advisor
Jordan D. Hanson, CFP®
Eric Zipfel
Eric Zipfel
Advisor
Eric Zipfel
Benjamin Packer
Benjamin Packer
Client Service Associate
Benjamin Packer
Jalen Randolph, CFP®
Jalen Randolph, CFP®
Advisor
Jalen Randolph, CFP®
Lauryn Lafferty
Lauryn Lafferty
Sr. Client Service Associate
Lauryn Lafferty
Gisela Warner
Gisela Warner
Director of Operations
Gisela Warner
Nicole Samoroukova
Nicole Samoroukova
Media Producer & Head of Audience Development
Nicole Samoroukova
Trevor Batt, CFP®
Trevor Batt, CFP®
Advisor
Trevor Batt, CFP®
Nelson Crane
Nelson Crane
Trading Research Associate
Nelson Crane
Gary Pulford, CTFA
Gary Pulford, CTFA
Sr. Advisor
Gary Pulford, CTFA
Joey  Fishman
Joey Fishman
Sr. Advisor
Joey Fishman
Cameron Rufus, CFP®
Cameron Rufus, CFP®
Advisor
Cameron Rufus, CFP®
Anna Chaiken
Anna Chaiken
Vice President
Anna Chaiken
Sean Russo
Sean Russo
Research Associate
Sean Russo
Travis Varga
Travis Varga
Creative Media Producer
Travis Varga
Daniel Baxter
Daniel Baxter
Client Service Associate – Tax
Daniel Baxter
Blake Wohlwend
Blake Wohlwend
Client Service Associate
Blake Wohlwend
Angelica Andrews
Angelica Andrews
Paraplanner
Angelica Andrews
Kyla Candelaria
Kyla Candelaria
Client Service Associate – Corp. Retirement
Kyla Candelaria
Colleen Parker
Colleen Parker
Director of Client Service
Colleen Parker
Nick Friedman, CFP®
Nick Friedman, CFP®
Sr. Advisor
Nick Friedman, CFP®
William Sweet, CFP®
William Sweet, CFP®
Chief Financial Officer
William Sweet, CFP®
Blair duQuesnay, CFP® CFA®
Blair duQuesnay, CFP® CFA®
Lead Advisor – The Preserve
Blair duQuesnay, CFP® CFA®
Michelle Katzen, CFP®, CDFA®
Michelle Katzen, CFP®, CDFA®
Sr. Advisor
Michelle Katzen, CFP®, CDFA®
Tony Isola, CFP®
Tony Isola, CFP®
Advisor
Tony Isola, CFP®
Benjamin Coulthard, CFP®
Benjamin Coulthard, CFP®
Advisor
Benjamin Coulthard, CFP®
Brianna Pintauro
Brianna Pintauro
Senior Client Service Associate
Brianna Pintauro
Tadas Viskanta
Tadas Viskanta
Director of Investor Education
Tadas Viskanta
Kevin Young, CFP®
Kevin Young, CFP®
Advisor
Kevin Young, CFP®
Paul Zodtner, CRPC®, RICP®
Paul Zodtner, CRPC®, RICP®
Sr. Advisor
Paul Zodtner, CRPC®, RICP®
Adam Gock
Adam Gock
Client Service Associate
Adam Gock
Catalina Castillo
Catalina Castillo
Compliance Analyst
Catalina Castillo
Barry Ritholtz
Barry Ritholtz
Chairman & Chief Investment Officer
Barry Ritholtz
Stephanie Baszner, CFP®
Stephanie Baszner, CFP®
Advisor
Stephanie Baszner, CFP®
Claire Galante
Claire Galante
Executive Assistant
Claire Galante
Daniel Parra
Daniel Parra
Creative Media Editor
Daniel Parra
Taylor Hollis, CFP® CFA®
Taylor Hollis, CFP® CFA®
Director of Family Office Services
Taylor Hollis, CFP® CFA®
Jonathan Novy
Jonathan Novy
Sr. Advisor
Jonathan Novy
Patricia Hatzfeld
Patricia Hatzfeld
Chief Compliance Officer
Patricia Hatzfeld
Dan LaRosa, AIF®, QPFC
Dan LaRosa, AIF®, QPFC
Sr. Advisor & Director of Corp. Retirement
Dan LaRosa, AIF®, QPFC
John Grayson
John Grayson
Sr. Creative Media Producer
John Grayson
Ben Carlson, CFA®
Ben Carlson, CFA®
Director of Institutional Asset Management
Ben Carlson, CFA®
Josh Brown
Josh Brown
CEO
Josh Brown
Alan Brockhaus, CFP®, ChFC®
Alan Brockhaus, CFP®, ChFC®
Advisor
Alan Brockhaus, CFP®, ChFC®
Patrick Haley, CFP®
Patrick Haley, CFP®
Sr. Portfolio Manager
Patrick Haley, CFP®
Lisa Paul
Lisa Paul
Client Service Associate
Lisa Paul
Duncan Hill
Duncan Hill
Creative Director
Duncan Hill
Ian Cully, CFP® CFA®
Ian Cully, CFP® CFA®
Advisor
Ian Cully, CFP® CFA®
Nick Maggiulli
Nick Maggiulli
COO
Nick Maggiulli
Matt Lohrius, CFP®
Matt Lohrius, CFP®
Advisor
Matt Lohrius, CFP®
Alex Palumbo, CFP®
Alex Palumbo, CFP®
Sr. Advisor
Alex Palumbo, CFP®
Lisa Rosenstein
Lisa Rosenstein
Tax Planner
Lisa Rosenstein
Kris Venne, CFP®
Kris Venne, CFP®
Managing Partner
Kris Venne, CFP®
Dylan Kluender
Dylan Kluender
Sr. Trader
Dylan Kluender
Erika Mauro
Erika Mauro
Director of Client Service – Family Office
Erika Mauro
Callie Cox
Callie Cox
Chief Market Strategist
Callie Cox
Susan Gray
Susan Gray
Sr. Client Service Associate
Susan Gray
Matthew Papandrea, CFP®
Matthew Papandrea, CFP®
Advisor
Matthew Papandrea, CFP®
Dominic Bova, CFP®
Dominic Bova, CFP®
Tax Planner
Dominic Bova, CFP®
Nate Jefferson, CFP®
Nate Jefferson, CFP®
Paraplanner
Nate Jefferson, CFP®
Brian Rosen
Brian Rosen
Sr. Advisor
Brian Rosen
Adam Day, CFP®
Adam Day, CFP®
Advisor
Adam Day, CFP®
Patrick Schwendeman, CFP® ChFC®
Patrick Schwendeman, CFP® ChFC®
Advisor
Patrick Schwendeman, CFP® ChFC®
Andrea Diltz
Andrea Diltz
Client Service Associate
Andrea Diltz
Ross Cohen, CFP®
Ross Cohen, CFP®
Advisor
Ross Cohen, CFP®
Dina Isola
Dina Isola
Advisor
Dina Isola
Everett Taylor, CPA®
Everett Taylor, CPA®
Tax Manager
Everett Taylor, CPA®
Bill Artzerounian
Bill Artzerounian
Director of Tax Services
Bill Artzerounian
Tyler Hillyer, CFP®
Tyler Hillyer, CFP®
Advisor
Tyler Hillyer, CFP®
Alex Messer
Alex Messer
Trader
Alex Messer
Matt Cerminaro
Matt Cerminaro
Data Research Associate
Matt Cerminaro
Michael Batnick, CFA®
Michael Batnick, CFA®
Managing Partner
Michael Batnick, CFA®
Jay Tini
Jay Tini
President
Jay Tini
Lauren Spears
Lauren Spears
Client Service Associate
Lauren Spears